See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 4-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,489 | $80,717-69.7% | $154,803-84.2% | $84,808-71.1% |
| Participation rate | 23.8% | 66.8%-43.0pp | 78.1%-54.3pp | 68.3%-44.5pp |
| Annual return | 75.58% | 37.96%+37.6pp | 58.88%+16.7pp | 40.90%+34.7pp |
| Employer contribution / active EE | $50 | $2,761-98.2% | $4,305-98.8% | $2,631-98.1% |
| Participant deferral / active EE | $299 | $3,303-91.0% | $5,540-94.6% | $4,212-92.9% |
| Admin fee / account holder | $37 | $6,746-99.5% | $14,329-99.7% | $7,344-99.5% |